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Observability Is a First-Class Citizen
When something breaks in production, the first question is always: "what happened?" The answer has to be available in under five minutes, without deploying code, without adding logging, without guessing. The rule: every DTC-built system has structured logs wit...
Every Integration Has a Resume Endpoint
Users close tabs. Networks drop connections. Browsers reconnect SSE streams. Servers deploy. Workers miss events. Emails arrive hours after the user forgot what they were doing. All of those paths need to converge on the same outcome: the user comes back, and ...
Day of IT Onboarding Checklist
Day-of Onboarding Checklist Client: ____________________ Date: ____________ Start Time: ____________ On-Site Tech: ____________________ Remote Tech: ____________________ Phase 1 — Arrival & Quick Network Audit (0:00 – 0:30) ✓RoleTask☐On-SiteCheck in...
2026 DIA Mid-Year - Boston
Overview Event: DIA (Dental Integrators Association) Mid-Year Meeting Dates: October 6-8, 2026 Location: Boston, MA Venue: TBD (watch for announcement) Timezone: Eastern (America/New_York) Announced in the post-event communication following the April 2026 Annu...
Setting Up Your Portal Account
This page covers everything you need to get started with the DTC Client Portal — whether you're brand new to DTC, you've been a DTC contact for a while and are setting up portal access for the first time, or you just need to reset your password. Access the por...
Workload-Instance Bucket Architecture
This page defines how DTC provisions cloud object storage for backup workloads, and DTC-built applications, that handle multi-tenancy at the application layer. Companion to Cloud Backup Architecture Standards, which covers the per-(client, location, workload) ...
Database Client Tools — Connecting to SQL Backends
Document Type: Reference / Setup Guide | Audience: DTC Engineers (T2 / T3 / L3) | Last Updated: April 2026 | Version: 1.0 This book documents 853 tables and 17,624 columns of HaloPSA's SQL schema. To make use of that reference, an engineer needs to actually op...
Email Address Architecture
Email addresses are identity surfaces. Every address we publish encodes who it routes to, what trust level it carries, what services authenticate against it, and how outbound mail signed with it gets validated. Addresses chosen casually create real cost: mail ...
HaloPSA REST API v2 — Swagger Spec
Live OpenAPI 3.0.1 spec for the HaloPSA REST API v2. 952 paths, 760 schemas. Use this as the authoritative field-level reference when the endpoint pages in this book don't carry enough detail. Spec Location Path Live URL https://dtcdev.halopsa.com/api...
Quote Samples
Captured /Quotation POST payloads from real Halo UI interactions or worked-out shapes the DTC Client Portal exercises. Useful for: Reproducing edge cases against a local stack (e.g. seeding test data via curl). Comparing what the portal sends vs what the Halo...
NinjaOne Backup — Backup Won't Start / Stuck on "Backup Started"
Audience: T1 / T2 Use when: NinjaOne shows "backup started" with no progress, or the Lockhart backup service is stopped and backups are not running. Lockhart is the internal codename for the NinjaOne Backup agent service. It runs completely separately from the...
NinjaOne Backup — SMB Credentials Rejected (System Error 86) Despite Correct Password: LmCompatibilityLevel / NTLMv2
Audience: T1 / T2 (the domain-controller / GPO fix below is T3-tier — it touches Group Policy) Use when: A NinjaOne backup to a NAS fails with a credential/authentication error, and manual SMB testing from the affected server returns "System error 86 has occur...
How to Schedule Field Visit from Service Desk Request
This is how the Project Manager will schedule field visit tickets that land on the Unassigned Service Desk area in HaloPSA.
How To Schedule A Field Install Visit
Learn the process for scheduling a field visit in the ticketing system. This guide walks you through selecting the correct workflow, setting date and time details, and assigning the task to the appropriate technician. Workflow Configuration 1. Navigate to the ...
Employee Onboarding, Role Changes, and Offboarding (Employee Lifecycle)
When someone joins your team, changes roles, or leaves, DTC handles the technology side: accounts, email, licenses, application access, equipment, and secure data cleanup. This page explains how to request that work and includes the request form. It applies to...
Human Resources
QNAP → UNAS Nightly Sync via Hybrid Backup Sync (HBS3)
Audience: T2 / T3 Use when: A site has both a QNAP (file server) and a UniFi UNAS (backup target), and QNAP data needs to be protected. Also use when a client asks to "back up the QNAP" and the only backup platform on site is NinjaOne. Why This Page Exists Nin...
Open Backup Failure Tracker
Running record of clients whose backups are currently failing, how long they have been failing, and which leg (local or cloud) is broken. This is an operational log, not a standard — it is expected to change daily. For the policy this measures against, see Bac...